-76.5%
DOCU vs GEN
+24.6%
-101.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.9% | +5.1% |
| 7D | +6.9% | -1.2% | +8.1% | +7.6% |
| 30D | +19.0% | +10.1% | +8.9% | +11.9% |
| 3M | +34.3% | +16.1% | +18.2% | +22.4% |
| 6M | +48.0% | +38.9% | +9.2% | +20.0% |
| YTD | 0.0% | +14.4% | -14.4% | -8.4% |
| 1Y | -10.3% | +5.9% | -16.1% | -13.8% |
| 3Y | +32.4% | +58.8% | -26.4% | -2.7% |
| All | -76.5% | +24.6% | -101.2% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling